Recent Posts

Gold Supply

The supply of gold is “sticky”, but flexible. The rising gold prices have pushed mining companies to expand exploration and mine production. The output can lag behind the exploration by about 10 years in order for the mine to get going, but we are seeing increases in mine production already.  About 2/3 of gold supply… Read more

Investment Demand for Gold

The demand for jewellery as an investment comes in large part from reputation. While there are no direct factors that link gold prices to inflation, the US dollar, or economic and political concerns, investors’ expectations – as long as enough people believe – are powerful enough to create a relationship.    Bad news about the… Read more

Jewellery Demand for Physical Gold

When reading about what caused the recent climb in gold prices, you will rarely hear someone mention the increasing demand for jewellery as one of the principal factors. People seem to focus largely on investment demand and external factors while ignoring jewellery – the unsung hero of the climb.  The huge factors increasing jewellery demand… Read more